KFA Private Wealth Group LLC Acquires 1,642 Shares of Invesco QQQ $QQQ

Key Points

• KFA Private Wealth Group LLC more than doubled its QQQ position in the second quarter, purchasing 1,642 additional shares for a total of 3,169 shares valued at approximately $2.33 million.
• Other institutional investors also increased their holdings, and institutions collectively owned 44.58% of QQQ at the end of the quarter, signaling continued institutional participation.
• QQQ’s quarterly dividend rose to $0.8135 per share, while the fund faces competing forces from strong demand for technology and AI-focused ETFs and risks tied to interest-rate increases, high valuations, and concentrated exposure to major technology stocks.

KFA Private Wealth Group LLC increased its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 107.5% during the second quarter, according to its most recent filing with the SEC. The fund owned 3,169 shares of the exchange traded fund's stock after buying an additional 1,642 shares during the quarter. KFA Private Wealth Group LLC's holdings in Invesco QQQ were worth $2,334,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Briaud Financial Planning Inc raised its holdings in shares of Invesco QQQ by 101.5% in the 2nd quarter. Briaud Financial Planning Inc now owns 2,633 shares of the exchange traded fund's stock worth $1,939,000 after purchasing an additional 1,326 shares during the period. Laidlaw Wealth Management LLC lifted its stake in Invesco QQQ by 3.0% in the second quarter. Laidlaw Wealth Management LLC now owns 2,568 shares of the exchange traded fund's stock valued at $1,891,000 after purchasing an additional 75 shares during the last quarter. Sound Financial Strategies Group LLC bought a new position in Invesco QQQ during the second quarter valued at $217,000. Bedel Financial Consulting Inc. grew its holdings in Invesco QQQ by 9.5% during the second quarter. Bedel Financial Consulting Inc. now owns 821 shares of the exchange traded fund's stock valued at $605,000 after purchasing an additional 71 shares during the period. Finally, Rinkey Investments increased its position in Invesco QQQ by 8.2% in the second quarter. Rinkey Investments now owns 5,254 shares of the exchange traded fund's stock worth $3,869,000 after buying an additional 396 shares during the last quarter. Institutional investors own 44.58% of the company's stock.

Key Stories Impacting Invesco QQQ

Here are the key news stories impacting Invesco QQQ this week:

• Positive Sentiment: August ETF flows showed strong demand for Nasdaq-100 funds, alongside S&P 500, gold, bitcoin and short-term Treasury ETFs. Continued inflows can support QQQ by providing buying pressure and signaling sustained investor interest in its large-cap technology holdings. ETF Asset Flow of August: S&P 500 Tops
• Positive Sentiment: QQQ and other AI- and semiconductor-linked ETFs attracted substantial 2026 inflows and benefited from strong performance, underscoring continued confidence in the technology and memory-chip investment themes. These 5 ETFs Have Raked in Cash This Year—What Do They All Have in Common?
• Neutral Sentiment: A comparison with the covered-call ETF TDAQ found that TDAQ narrowly outperformed QQQ since its September 2025 launch, largely through distributions rather than price appreciation. The comparison highlights QQQ’s stronger growth orientation but provides no direct change to its underlying outlook. TDAQ: A 17% Yielding Covered Call ETF Really Can Outperform QQQ, But Not In The Long Run
• Negative Sentiment: Broad U.S. equity ETFs moved lower during trading, indicating risk-off pressure that likely weighed on QQQ and other growth-sensitive funds. Exchange-Traded Funds Decline as US Equities Fall After Midday
• Negative Sentiment: Reports that the Federal Reserve could raise interest rates in September increased pressure on high-valuation technology stocks, since higher rates reduce the present value of future earnings. The U.S. Struck Iran Again On Sunday: A September Rate Hike Is Now The Base Case
• Negative Sentiment: Concerns that AI spending is approaching unsustainable levels, combined with QQQ’s heavy exposure to a small group of technology leaders, raised the risk of valuation-driven volatility if upcoming company results disappoint. The AI Bubble Is Entering Its Most Dangerous Phase As Spending Nears $1 Trillion

Invesco QQQ Stock Performance

Shares of QQQ opened at $707.64 on Wednesday. The stock's fifty day moving average price is $710.99 and its two-hundred day moving average price is $673.40. Invesco QQQ has a 1 year low of $555.60 and a 1 year high of $748.65.

Invesco QQQ Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 10th. Stockholders of record on Monday, June 22nd were paid a dividend of $0.8135 per share. This represents a $3.25 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, June 22nd. This is a positive change from Invesco QQQ's previous quarterly dividend of $0.73.

Invesco QQQ Profile

PowerShares QQQ Trust, Series 1 is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust's investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Trust provides investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index.

Want to see what other hedge funds are holding QQQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco QQQ (NASDAQ:QQQ - Free Report).

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